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Miniso (MNSO US)
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73
Analysis
Consumer Discretionary
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China
MINISO Group Holding is a value retailer with a focus on offering products that are aesthetically pleasing, good-quality, and affordable.
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bearish
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Thematic (Sector/Industry)
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13 Jun 2024 12:03
How to Stimulate China's Consumption, Part II
The underdevelopment of China's pension system leads to reliance on the residential property market as social safety net. The headroom of...
Blue Lotus Research Institute
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138 Views
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bearish
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Thematic (Sector/Industry)
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11 Jun 2024 19:00
How to Stimulate China's Consumption? Part I
The myth of China underconsumption depends on how you count it. China under-consumes in certain consumption categories associated with an older and...
Blue Lotus Research Institute
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217 Views
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bullish
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Thematic (Sector/Industry)
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04 Jun 2024 17:16
[Blue Lotus Daily - TMT Update]:PDD/SHEIN/AMZN/BABA US/JD US/3690 HK/1810 HK/700 HK/MNSO US
US CBP suspends customs brokers for Temu and SHEIN; upcoming regulatory policies on internet platform fees should not be overly negative; Beijing...
Blue Lotus Research Institute
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243 Views
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bullish
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Thematic (Sector/Industry)
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24 Apr 2024 16:39
[Blue Lotus Daily - TMT Update]:700 HK/3690 HK/TCOM US/BIDU US/MNSO US/PDD US/BABA US/NTES US
USTR initiates section 301 investigations on China Maritime and logistics,.Meituan Promotes Marketing Tool "Divine Membership" <blood strike> has...
Blue Lotus Research Institute
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185 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2024 16:46
[Blue Lotus Daily]:XPEV/1211 HK/3759HK/1548HK/9926HK/BGNE/9995HK/1801 HK/1810HK/LKNCY/LI/NIO/MNSO US
Didi and GAC Aion to launch first commercial L4 model in 2025, US biologic drug ban could benefit Chinese innovative drug companies, Xiaomi SU7...
Blue Lotus Research Institute
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267 Views
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